See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,303 | $109,881+105.0% | $150,045+50.2% | $84,808+165.7% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 14.78% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,427 | $3,561-59.9% | $4,693-69.6% | $2,631-45.8% |
| Participant deferral / active EE | $7,525 | $6,636+13.4% | $7,997-5.9% | $4,212+78.7% |
| Admin fee / account holder | $2,842 | $8,568-66.8% | $13,435-78.8% | $7,344-61.3% |